13F Pro

Hedge Funds Similar to Crumly & Associates

13F Portfolio OverlapQ2 2026Crumly & Associates portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Crumly & Associates Inc. is an institutional investor managing $522M across 196 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Crumly & Associates are Capstone Ltd, Community Financial Services Group, FourThought Financial Partners, with shared positions in $CRWV, $KLAC, $CEG, $PLD, $PNC, $BLK. The full ranking of 25 similar funds is below.

#1Capstone Capital Management LtdPassive
Some overlap · 3 shared positions
$CRWV$KLAC$CEG
$224M
160 positions
#2Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$PLD$PNC$BLK$AXP
$686M
532 positions
#3FourThought Financial Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$AZN$PNC$BLK$FTNT
$1.3B
393 positions
#4Menard Financial Group LLCActive
Some overlap · 4 shared positions
$KLAC$CRWD$SCHW$AXP
$184M
80 positions
#5Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$KLAC$CRWD$CEG$AXP
$248M
55 positions
#6Knollwood Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$KLAC$CRWD$EPD$FTNT
$1.1B
270 positions
#7Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$CRWD$EPD
$238M
149 positions
#8COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$PNC$SCHW$BLK
$414M
164 positions
#9EASTERN BANKPassive
Some overlap · 5 shared positions
$KLAC$PLD$PNC$BLK$AXP
$6.5B
1,038 positions
#10HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$CRWV$CRWD$CEG
$183M
65 positions
#11ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$KLAC$CEG$SCHW$BLK$AXP
$130M
106 positions
#12Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$CRWD$FTNT
$181M
73 positions
#13Seascape Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$PLD$AZN$FTNT
$417M
96 positions
#14Legacy Advisory Services, LLCActive
Some overlap · 4 shared positions
$CRWD$PLD$EPD$EWBC
$142M
54 positions
#15CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$KLAC$SCHW$BLK$AXP
$195M
67 positions
#16PeakShares LLCActive
Some overlap · 3 shared positions
$KLAC$CRWD$AXP
$134.4B
122 positions
#17NOVEM GROUPPassive
Some overlap · 5 shared positions
$PLD$KLAC$AZN$PNC$FTNT
$988M
445 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CRWD$PLD$AZN$PNC
$713M
97 positions
#19White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BITB$APLD$CEG$AXP
$143M
89 positions
#20Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$CRWD$BLK
$1.6B
184 positions
#21PEAK6 LLCPassive
Some overlap · 3 shared positions
$CRWV$CRWD$APLD
$48.6B
2,662 positions
#22Orange Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$KLAC$SCHW$NEM$AXP
$823M
143 positions
#23BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLD$AZN$PNC$BLK$AXP
$171M
116 positions
#24SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$PLD$AZN$PNC$BLK$AXP
$145M
43 positions
#25ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$KLAC$CRWD$BLK
$409M
182 positions

Compare Crumly & Associates’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Crumly & Associates’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.